+2.4%
LZB vs VOO
+82.8%
-80.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.5% |
| 7D | -6.5% | -0.8% | -5.7% | -5.7% |
| 30D | -24.8% | -1.1% | -23.7% | -24.0% |
| 3M | -20.8% | +3.9% | -24.7% | -24.0% |
| 6M | -6.3% | +13.6% | -19.9% | -17.9% |
| YTD | -16.1% | +12.7% | -28.8% | -25.9% |
| 1Y | -10.1% | +17.6% | -27.7% | -24.1% |
| 3Y | +6.9% | +77.3% | -70.4% | -41.4% |
| All | +2.4% | +82.8% | -80.4% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling